Disciplined Growth Investors
150 S 5th St #2550,
Minneapolis, 55402, MN,
United States
Minneapolis, 55402, MN,
United States
1 612-317-4100
Banking and Financial Services
Disciplined Growth Investors Technographics
Disciplined Growth Investors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Disciplined Growth Investors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 19 Disciplined Growth Investors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Disciplined Growth Investors has purchased the following applications: Resonate Ignite Platform for Data Management Platform in 2022, SS&C Advent Portfolio Exchange for Portfolio and Investment Management in 2019, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Disciplined Growth Investors is running and its propensity to invest more and deepen its relationship with Resonate , Microsoft , The Trade Desk or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Disciplined Growth Investors revenues, which have grown to $5.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Disciplined Growth Investors intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Disciplined Growth Investors Tech Stack and Enterprise Applications
Disciplined Growth Investors CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Resonate | Legacy | Resonate Ignite Platform | Data Management Platform | CRM | n/a | 2022 | 2022 |
In 2022, Disciplined Growth Investors deployed Resonate Ignite Platform on its website. The Resonate Ignite Platform is being used as a Data Management Platform to capture and manage audience profiles and behavioral signals from the firm’s web presence, supporting marketing and investor relations functions.
The implementation leverages standard Data Management Platform capabilities including audience segmentation, profile enrichment, and data orchestration to enable targeted digital engagement and content personalization. Configuration centers on site-level instrumentation and tag-based collection, identity resolution within the Resonate Ignite Platform, and the creation of audience segments for activation, with governance established around web data capture, consent signals, and segment naming conventions for campaign workflows.
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2021 | 2021 |
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Disciplined Growth Investors Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SS&C Technologies | Legacy | SS&C Advent Portfolio Exchange | Portfolio and Investment Management | Investment Management | n/a | 2019 | 2019 |
In 2019, Disciplined Growth Investors implemented SS&C Advent Portfolio Exchange as its Portfolio and Investment Management platform. The deployment positioned SS&C Advent Portfolio Exchange as the operational hub for client relationship management, portfolio reporting, trading compliance, and the firm’s IT and operations teams.
Implementation focused on APX core client management and reporting capabilities, configuration of dashboards and recurring tasks, and automation of month- and quarter-end reporting workflows. Teams configured recurring tasks in APX to replace Microsoft Outlook calendar entries and paper notes, and automated report generation to reduce manual selection errors in reporting criteria.
APX was connected to a suite of Advent solutions including Moxy for modeling and trade order management, and Advent Rules Manager for automated compliance enforcement. Advent Rules Manager was configured to encode institutional client trading restrictions into the trading workflow, increasing visibility into order processing compared to using order modeling alone.
Operational coverage included firm-wide and portfolio-level dashboards that surface overnight processing status, assets under management, performance, top holdings, contributions, and distributions for operations and client service teams. Governance changes emphasized institutionalizing client intelligence so any team member can access client context, and operations adopted APX task orchestration to standardize reconciliation and reporting processes.
Explicit outcomes reported by Disciplined Growth Investors include accelerating month-end reconciliation from the third or fourth business day to the first business day, and reducing quarter-end processing from five days to three days. The firm also reported reduced reporting errors and faster visibility into trading compliance as direct results of the SS&C Advent Portfolio Exchange implementation.
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Trade Order Management System (TOMS) | Investment Management |
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2019 | 2019 |
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Trading Platform | Investment Management |
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2019 | 2019 |
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Disciplined Growth Investors IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS | n/a | 2016 | 2016 |
In 2016, Disciplined Growth Investors implemented Microsoft Azure Cloud Services to host its public website. The Microsoft Azure Cloud Services deployment is categorized under Application Hosting and Computing Services and provides the compute, storage, and networking foundation for the firm’s external web presence.
The implementation leverages standard Application Hosting and Computing Services capabilities including web application hosting, scalable compute and storage provisioning, managed DNS and TLS termination, and content delivery optimization to serve site assets and investor-facing content. Operational ownership centers on web operations and investor communications, with configuration and governance focused on hosting configuration, certificate management, and basic operational monitoring for the corporate website.
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Disciplined Growth Investors CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Disciplined Growth Investors
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Apps Being Evaluated by Disciplined Growth Investors Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Disciplined Growth Investors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Disciplined Growth Investors digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD Disciplined Growth Investors Technographics
Disciplined Growth Investors is a Banking and Financial Services organization based in United States,
with around 19 employees and annual revenues of $5.0 million.
Disciplined Growth Investors operates a diverse technology stack with applications such as
Resonate Ignite Platform, SS&C Advent Portfolio Exchange and Microsoft Azure Cloud Services,
covering areas like Data Management Platform, Portfolio and Investment Management and Application Hosting and Computing Services.
Disciplined Growth Investors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Resonate, SS&C Technologies and Microsoft.
Disciplined Growth Investors recently adopted applications including
Resonate Ignite Platform in 2022, Xandr Invest (ex AppNexus DSP) in 2021 and The Trade Desk in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Disciplined Growth Investors’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Disciplined Growth Investors’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Disciplined Growth Investors technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.